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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	EP Wealth Advisors Torrance, California	$21M	+$2.2M	6	0.25%	Increased
702	RBA Richard Bernstein Advisors New York	$20.9M	+$2.94M	3	0.45%	Increased
703	Kinetic Partners Management Miami, Florida	$20.9M	+$20.4M	1	1.46%	New
704	HighPoint Advisor Group Downers Grove, Illinois	$20.8M	-$267K	5	1.47%	Reduced
705	GWM Gitterman Wealth Management Edison, New Jersey	$20.7M	+$19.2M	1	8.04%	New
706	Bleakley Financial Group Fairfield, New Jersey	$20.6M	+$2.33M	6	0.6%	Increased
707	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$20.5M	-$6.14M	2	1.24%	Reduced
708	First Eagle Investment Management New York	$20.5M	-$3.94M	4	0.05%	Reduced
709	MCM Mengis Capital Management Portland, Oregon	$20.5M	+$194K	3	3.15%	Increased
710	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$20.4M	-$597K	5	0.69%	Reduced
711	Synovus Financial Columbus, Georgia	$20.4M	-$245K	5	0.26%	Reduced
712	LCM LVM Capital Management Portage, Michigan	$20.3M	+$593K	4	2.4%	Increased
713	Perigon Wealth Management San Francisco, California	$20.3M	+$35K	5	0.62%	Increased
714	AIP ARS Investment Partners New York	$20.3M	+$1.5M	4	2.02%	Increased
715	Independent Financial Group San Diego, California	$20.2M	-$322K	6	0.93%	Reduced
716	RIA RPG Investment Advisory Pleasanton, California	$20.2M	-$2.26M	2	3.02%	Reduced
717	YCM Yaupon Capital Management New York	$20.1M	+$2.38M	2	1.01%	Increased
718	Exchange Traded Concepts Oklahoma City, Oklahoma	$20.1M	+$16.7M	10	0.52%	Increased
719	Bartlett & Co Wealth Management Cincinnati, Ohio	$20M	-$284K	6	0.31%	Reduced
720	Oberweis Asset Management Lisle, Illinois	$19.9M	+$1.69M	3	1.44%	Increased
721	PAM Pinpoint Asset Management Hong Kong	$19.9M	+$2.64M	1	3.19%	Increased
722	Jefferies Financial Group New York	$19.8M	-$4.37M	10	0.18%	Reduced
723	LCM Logan Capital Management Newtown Square, Pennsylvania	$19.8M	+$5.28M	4	0.85%	Increased
724	BOK Financial Tulsa, Oklahoma	$19.7M	+$1.72M	6	0.36%	Increased
725	Integrated Wealth Concepts Waltham, Massachusetts	$19.7M	+$1.51M	8	0.29%	Increased